See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,415 | $117,983-87.8% | $101,794-85.8% | $142,382-89.9% |
| Participation rate | 45.8% | 74.2%-28.4pp | 69.2%-23.4pp | 80.1%-34.3pp |
| Annual return | 7.36% | 36.92%-29.6pp | 30.53%-23.2pp | 217.08%-209.7pp |
| Employer contribution / active EE | $354 | $2,773-87.2% | $2,289-84.5% | $4,299-91.8% |
| Participant deferral / active EE | $1,296 | $4,714-72.5% | $4,084-68.3% | $6,507-80.1% |
| Admin fee / account holder | $3,984 | $10,433-61.8% | $8,777-54.6% | $12,624-68.4% |